Transmittals
Docwize supports generating and distributing transmittals — commonly used in architecture, engineering, and construction to formally record and track the issue of documents. Transmittal templates and email distribution templates can be customised by an administrator.
What you can do
- Generate transmittals from within Docwize
- Add documents to a transmittal
- Use pre-configured transmittal templates
- Distribute transmittals and track delivery
How to generate a transmittal
Transmittals can be generated in more than one way:
- Via the Document Details dialog
- Via a customised record (where configured)
- Using the Bucket feature
The steps below describe generating a transmittal via Document Details.
note
These steps assume a transmittal template has already been configured and loaded into the system. Contact your administrator if no templates appear.
| Step | Description |
|---|---|
| 1 | Navigate to the transmittal document and open its Document Details dialog. |
| 2 | Click Open in New Tab in the Document Details toolbar. This opens the transmittal's Document Details in a new tab. |
| 3 | Complete the transmittal information in the new tab — for example, select the To and From fields, and navigate to Additional Information to set the Status. |
| 4 | Return to the original tab and select the documents to add to the transmittal using the row checkboxes. |
| 5 | Right-click on a selected document row. A dropdown menu appears listing the document number of any transmittal whose Document Details is currently open in another tab. |
| 6 | Hover over the transmittal document number and click Add drawing(s) to transmittal. The selected documents are added to the transmittal. Repeat across as many folders or dataviews as needed. |
| 7 | Navigate back to the transmittal's Document Details tab. Optionally, scroll to the Transmittals section to confirm all documents are listed. Click Save Changes in the toolbar. |
| 8 | Click Generate Transmittal in the toolbar and select the relevant transmittal template. Optionally open the generated transmittal to review it. |
Generating a transmittal
How to send a transmittal
note
These steps assume a distribution email template has been configured, and that relevant contacts and users have been added to the system.
| Step | Description |
|---|---|
| 1 | Navigate to the Document Details of the transmittal. |
| 2 | Scroll to the Distribution List section. Select recipients — either by importing a prepared distribution list or selecting individually. If applicable, select accompanying action requests for recipients. |
| 3 | Click Send to Distribution List in the toolbar and select the relevant email distribution template. The transmittal and its attached documents are sent to the selected recipients. |
Distributing a transmittal